Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions submitted by listeners on this episode of Wise Money!
Season 9 Episode 27
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
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How the CARES Act Impacts Small Businesses
How the CARES Act Impacts You
Your Most Common Tax Questions Answered
How to Build Your Financial Skill Stack
5 Responses to the Stock Market Uncertainty
Tax Tips for Your 2019 Tax Return
A Trick to Withdrawing Your 401(k) Early
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How the SECURE Act Impacts Your Financial Plan
2019 Investment Review and What to Expect in 2020
Defining Financial Success and How to Achieve It
How to Create the Right Spending Plan
Your Primary Aim | How to Set the Right Financial Goals
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